Wolds Financial Planning Ltd
Wolds Financial Planning Ltd is a financial services company based in York, England. They offer a range of services including financial planning, investment banking, mortgages, and other financial services. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals.
Introduction to Wolds Financial Planning Ltd
Wolds Financial Planning Ltd is a financial services company located in York, England. The company was founded with the purpose of providing top-notch financial planning and advice to its clients. What makes this company unique is their highly experienced team of financial advisors who work closely with clients to understand their needs and goals and provide tailored solutions.Services & Products
Wolds Financial Planning Ltd offers a wide range of financial services including investment advice, retirement planning, mortgages, and insurance. Their team of expert financial advisors work with clients to develop personalized financial plans that are tailored to their individual needs and goals.Location
Wolds Financial Planning Ltd is located at 56 The Mile in York, England. The area is known for its vibrant business community and is home to many other financial services companies. Customers can expect to find a range of businesses in the area, including investment banks and other financial services providers. The location is easily accessible by public transportation, with the nearest bus stop, train station, and subway station all within a few minutes' walk.Benefits
Customers should choose Wolds Financial Planning Ltd because of their commitment to providing the highest quality financial services and advice. The company's team of experienced financial advisors work closely with clients to understand their needs and goals, and provide tailored solutions to help them achieve their financial objectives.Good to Know
Customers should be aware that Wolds Financial Planning Ltd is a highly reputable company with a long track record of providing exceptional financial services to its clients.Reviews
Customers have consistently praised Wolds Financial Planning Ltd for their professionalism, expertise, and commitment to providing personalized financial solutions. Many clients have commented on the company's ability to tailor their services to the unique needs of each individual client.FAQ
What experience does your company have in providing financial advice?
At Wolds Financial Planning Ltd, we have over 20 years of experience in providing financial advice to clients. Our team of experienced financial advisors has a diverse range of backgrounds and expertise in various areas of finance, allowing us to provide comprehensive and tailored advice to meet the unique needs of each client.Can you provide examples of successful investment strategies you have implemented for clients?
Yes, we have implemented many successful investment strategies for our clients over the years. These strategies vary depending on the client's individual goals, risk tolerance, and investment horizon. Some examples include diversifying portfolios, investing in low-cost index funds, and taking advantage of tax-efficient investment accounts.How do you determine the best financial strategy for your clients?
We take a holistic approach to financial planning, which means we consider all aspects of our clients' financial situation when determining the best strategy. This includes their goals, risk tolerance, time horizon, income, expenses, assets, and liabilities. We also take into account external factors such as market conditions and tax laws to develop a comprehensive and customized financial plan for each client.What is your track record for handling mergers and acquisitions?
While we do not specialize in mergers and acquisitions, our team has experience working with clients who are going through these types of transactions. We can provide guidance on the financial implications of the transaction, including tax implications, and help clients develop a plan to manage their finances after the merger or acquisition is complete.What are the interest rates and monthly payments associated with each mortgage option?
As a financial planning firm, we do not directly provide mortgages. However, we work with a network of trusted lenders and can connect clients with lenders who can provide information on the interest rates and monthly payments associated with various mortgage options. We can also help clients determine which mortgage option is best for their financial situation.Reviews
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Ken Johnson
As some of my pensions were under performing Graham advised on the benefit of consolidating all three pensions into one. He carried out a personal survey on my attitude to risk, advised on my options, and sorted out all the relevant paperwork in a timely manner. I had stipulated that I was possibly looking at the option of Drawdown when it came to taking my pension, and so would like him to look at companies that would facilitate this. He came back with a choice of reputable companies, explaining everything as we went along. I was very happy with his advice on which particular provider was the right one for me moving forward. Over the course of the next few years we were in regular contact, including annual reviews on my aversion to risk and how my pension pot was performing. I have recently started drawing my pension. After much deliberation Graham and I decided that the best thing for me was an annuity, as I wanted to ensure that my wife would continue to receive 100 % of my pension should I pass away first. In these trying times Graham again found the best deal possible for me and made the whole process as stress free as possible. Thankyou Graham.
30-01-2023
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Kevin Sell
When I was approaching 60 I needed expert advice regarding my pensions. I had a substantial amount in three different pensions. I researched the internet and Graham was highly rated by his clients. Over the past few years my partner and I have greatly valued Graham's thorough, professional and clear approach to overseeing our finances, regarding my pension and our joint investments. We are more than satisfied with the returns we have seen and would recommend anyone seeking pension or investment advice to speak to Graham.
30-10-2022
